Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Austin • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Obtain Securities Industry licenses
- Build and manage client relationships
- Guide clients with financial advice and solutions
- Work in a financial center delivering banking and investment solutions
- Progress towards roles such as Financial Solutions Advisor Stage II
- Collaborate with core banking and investment partners
Requirements
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Flexible working hours
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities Industry licensesfinancial advicebanking solutionsinvestment solutions
Soft skills
client relationship managementtime managementeffective communicationcollaborationresults-driven mindsetadaptability